BlackBerry Limited (BB): I see the short analysts are at it again...

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JustForFun7

Re: chaostrader post# 12424

Wednesday, 11/19/2014 10:14:31 AM

Wednesday, November 19, 2014 10:14:31 AM

I see the short analysts are at it again. Talking their book again.

BB does have it work cut out for it though. Pickup of BES12 looks good but it will take time to build. Sales of BB10 hardware will smooth some of the lost BB7 related service revenues briefly but they need those software revenues to kick in longer term. I am not expecting much from BBM (target 100 million I think which will be really hard to meet). Cost savings from reduced IP licensing will help a good deal as well. Thinking they make break even in the near term but have challenges after that unless the BES12 revs really quick it up. Hardware sales / profits will be flat at best.

JFF7

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